Remote Client Guidance Specialist - Financial Services

Remote Jobs; Thornton (CO); Remote; USD 55,000 - 65,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

From a home office, you will deliver web presentations and work on meaningful projects that matter to families. Training and leaders stay involved, and you can build a schedule that fits real life while serving a diverse client portfolio.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance, pairing with a growing team.
• Deliver web presentations and provide ongoing client support from a home office.

Skills

Clear communication

Self-discipline

Process-driven

Benefits conversations

Job description

Remote Jobs is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

From a home office, you will deliver web presentations and work on meaningful projects that matter to families. Training and leaders stay involved, and you can build a schedule that fits real life while serving a diverse client portfolio.